|
26
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
27
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$195K
|
+$193K
|
+7,350
|
New
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$104K
|
–
|
–
|
–
|
|
|
29
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$45K
|
+$44.5K
|
+1,699
|
New
|
|
|
30
|
Next Financial Group
Houston,
Texas
|
$30K
|
+$29.6K
|
+1,131
|
New
|
|
|
31
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
|
32
|
Brown Brothers Harriman & Co
New York
|
$27K
|
–
|
–
|
–
|
|
|
33
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$27K
|
–
|
–
|
–
|
|
|
34
|
Weaver Consulting Group
Huntington Beach,
California
|
$16K
|
–
|
–
|
–
|
|
|
35
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$13K
|
–
|
–
|
–
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
+$9.59K
|
+366
|
New
|
|
|
37
|
Focused Wealth Management
Newburgh,
New York
|
$7K
|
–
|
–
|
–
|
|
|
38
|
|
$5K
|
-$26.2K
|
-1,000
|
-83%
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$3K
|
+$2.62K
|
+100
|
New
|
|
|
40
|
Barclays
London,
United Kingdom
|
$2K
|
+$2.46K
|
+94
|
New
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$241K
|
-9,778
|
Closed
|
|
|
42
|
American Research & Management Company
Marion,
Massachusetts
|
–
|
-$216K
|
-8,765
|
Closed
|
|
|
43
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$46K
|
-1,884
|
Closed
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$22K
|
-900
|
Closed
|
|
|
45
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$7K
|
-300
|
Closed
|
|
